Achieve Wealth Management (Wiltshire) Limited
09112816
Healthy
- Current liabilities exceed current assets (-10)
Details
Compliance
Last accounts
31/07/2025
total exemption full
Next accounts due
30/04/2027
Confirmation statement
Last: 02/07/2025
Due 16/07/2026
Industry
Officers
director · Since 02/07/2014
INDEPENDENT FINANCIAL ADVISER
BRITISH · ENGLAND · Age 59
Also on 1 other board
Persons with Significant Control
Mr Paul Terry Stephens
British · England · Age 59
42, Grange Drive, Swindon, SN3 4LD
Notified 02/07/2016
Former PSCs
Mr Paul Terry Stephens
Ceased 28/06/2017
CompanyRankvs 3817+ SIC 64999 peers73
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How is this score calculated?
Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.
Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.
Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.
One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.
Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.
Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.
Key FinancialsYear ending 31/07/2026
Net Worth
£96k
Balance sheet strength
Cash
£15k
Cash in the bank
Net Current Assets
£113k
Working capital
Current Assets
£153k
Current Liabilities
£40k
Balance Sheet
EstimatesDerived
| Year | Current Ratio | Implied Profit |
|---|---|---|
| 2026 | 3.79 | +£8k |
| 2025 | 5.65 | +£18k |
| 2024 | 5.37 | +£17k |
| 2023 | 4.90 | — |
Derived from filed accounts. Not audited figures.